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DocuSign
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Overview Fund Activity

1,003 hedge funds and large institutions have $22.8B invested in DocuSign in 2021 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 407 increasing their positions, 304 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
-30
Holders Change %
-2.9%
% of All Funds
15.49%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.22%
New
206
Increased
407
Reduced
304
Closed
218
Calls
$1.85B
Puts
$2.69B
Net Calls
-$840M
Net Calls Change
+$9.7M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
$569M
2
Fisher Asset Management
Fisher Asset Management
Washington
$465M
3
Swedbank
Swedbank
Sweden
$169M
4
NAMA
Nikko Asset Management Americas
New York
$384M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$464M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$370M
3
SM
SCGE Management
California
$0
4
Invesco
Invesco
Georgia
$78.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMU
826
SONA Asset Management (US)
New York
$73K +$73K +480 New
HNB
827
Huntington National Bank
Ohio
$68K +$153 +1 +0.2%
RE
828
RBC Europe
United Kingdom
$63K -$43.5K -284 -41%
TPCW
829
TD Private Client Wealth
New York
$62.4K -$1.22K -8 -2%
NSIM
830
North Star Investment Management
Illinois
$62K – – –
MWM
831
Mascoma Wealth Management
New Hampshire
$61K – – –
PCH
832
Polar Capital Holdings
United Kingdom
$60.3K +$12.7K +83,332 +27%
QCG
833
Quadrant Capital Group
Ohio
$55K -$40.7K -267 -43%
KFP
834
KB Financial Partners
New Jersey
$55K +$55K +358 New
MW
835
Milestone Wealth
New York
$55K +$55K +361 New
AF
836
Allworth Financial
California
$52K -$10.2K -67 -16%
SC
837
Steph & Co
Wisconsin
$52K – – –
IFAM
838
Institutional & Family Asset Management
Colorado
$51K +$6.72K +44 +15%
MA
839
MUFG Americas
New York
$50K +$40.1K +262 +403%
EWA
840
EverSource Wealth Advisors
Alabama
$47K +$47K +314 New
SN
841
Sittner & Nelson
Oregon
$46K – – –
CYG
842
Clean Yield Group
Vermont
$46K – – –
CI
843
CAZ Investments
Texas
$46K – – –
FRA
844
Front Row Advisors
California
$46K +$13.7K +89 +42%
SOW
845
State of Wyoming
Wyoming
$45K +$37.8K +252 +525%
TCWM
846
Total Clarity Wealth Management
Illinois
$44K -$42.2K -275 -49%
TCM
847
Tradewinds Capital Management
Washington
$43K +$13.7K +90 +47%
CA
848
Clearstead Advisors
Ohio
$43K +$39.9K +260 +1,300%
TFGT
849
TS Financial Group (TSFG)
Illinois
$42K -$20.8K -138 -33%
TIM
850
Tortoise Investment Management
New York
$41K +$13.7K +90 +50%
32 33
34
35 36